International Business Machines Corp
IBM- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0000051143
In the last 90 days, International Business Machines Corp insiders filed 0 open-market purchases and 1 sale; 3,644 institutions reported holding it in 13F filings for Q2 2026, worth $172.1B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in International Business Machines Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,685
- +255 vs. Q3 2023
- Shares held
- 541.3M
- +10.9M (+2.1%) vs. Q3 2023
- Total value
- $88.4B
- +$14.0B (+18.9%) vs. Q3 2023
- New holders
- 343
- 976 more added
- Sold out
- 88
- 1,056 more reduced
37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $74.5B |
| Q2 2023 | 2,429 | $69.7B |
| Q1 2023 | 2,399 | $67.7B |
| Q4 2022 | 2,438 | $74.3B |
| Q3 2022 | 2,288 | $61.5B |
| Q2 2022 | 2,379 | $71.9B |
| Q1 2022 | 2,342 | $65.1B |
| Q4 2021 | 2,354 | $67.0B |
| Q3 2021 | 2,169 | $70.6B |
| Q2 2021 | 2,224 | $74.2B |
| Q1 2021 | 2,156 | $66.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sapient Capital LLC | 3,346 | $547.2K | 0.01% | +3,346 | New |
| Davidson Trust Co | 3,345 | $547.1K | 0.35% | +30+0.9% | Added |
| Icon Wealth Advisors, LLC | 3,343 | $546.8K | 0.06% | +3,343 | New |
| Financial Engines Advisors L.L.C. | 3,341 | $546.4K | 0.00% | −1,693−33.6% | Reduced |
| Indiana Trust & Investment Management CO | 3,340 | $546.3K | 0.25% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,336 | $545.6K | 0.04% | +151+4.7% | Added |
| Gratus Wealth Advisors, LLC | 3,335 | $545.4K | 0.11% | +3,335 | New |
| Hutchinson Capital Management | 3,334 | $545.3K | 0.12% | −86−2.5% | Reduced |
| HFG Advisors, Inc. | 3,334 | $545.3K | 0.53% | +1,192+55.6% | Added |
| Baron Financial Group, LLC | 3,333 | $545.0K | 0.35% | −95−2.8% | Reduced |
| Imprint Wealth LLC | 3,221 | $544.6K | 0.44% | +720+28.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,329 | $544.5K | 0.07% | +10.0% | Added |
| Norwood Financial Corp | 3,326 | $544.0K | 0.82% | −524−13.6% | Reduced |
| Truvestments Capital LLC | 3,326 | $544.0K | 0.25% | +493+17.4% | Added |
| Garrison Point Advisors, LLC | 3,320 | $543.0K | 0.38% | −75−2.2% | Reduced |
| Encompass Wealth Advisors, LLC | 3,319 | $542.9K | 0.16% | +4+0.1% | Added |
| Private Wealth Partners, LLC | 3,318 | $542.7K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,314 | $542.0K | 0.06% | −8,613−72.2% | Reduced |
| Oak Thistle LLC | 3,312 | $541.7K | 0.16% | +3,312 | New |
| Opal Wealth Advisors, LLC | 3,312 | $541.6K | 0.21% | −2,578−43.8% | Reduced |
| GDS Wealth Management | 3,308 | $541.0K | 0.07% | +3+0.1% | Added |
| Michael S. Ryan, Inc. | 3,307 | $540.9K | 0.45% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,299 | $539.6K | 0.28% | +3,299 | New |
| Dana Investment Advisors, Inc. | 3,296 | $539.1K | 0.03% | −227−6.4% | Reduced |
| Souders Financial Advisors | 3,292 | $538.4K | 0.09% | +3,292 | New |
| Tennessee Valley Asset Management Partners | 3,290 | $538.1K | 0.14% | −37−1.1% | Reduced |
| Fiducient Advisors LLC | 3,288 | $537.8K | 0.10% | +11+0.3% | Added |
| Autumn Glory Partners, LLC | 3,215 | $536.8K | 0.31% | +515+19.1% | Added |
| Family Wealth Group, LLC | 3,279 | $536.3K | 0.67% | +3,279 | New |
| Strategic Investment Solutions, Inc. | 3,263 | $533.6K | 0.09% | +3,263 | New |
| Lineweaver Wealth Advisors, LLC | 3,253 | $532.6K | 0.14% | −7,689−70.3% | Reduced |
| Financial Advisors Network, Inc. | 3,255 | $532.4K | 0.11% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,235 | $529.1K | 0.56% | +1,135+54.0% | Added |
| Gallacher Capital Management LLC | 3,227 | $527.8K | 0.29% | +3,227 | New |
| Mechanics Financial Corp | 3,225 | $527.4K | 0.30% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 3,201 | $523.5K | 0.21% | −3−0.1% | Reduced |
| SRB Corp | 3,196 | $522.7K | 0.03% | +3,196 | New |
| Rational Advisors LLC | 3,193 | $522.2K | 0.05% | +1,446+82.8% | Added |
| Eudaimonia Partners, LLC | 3,189 | $521.5K | 0.14% | −10,005−75.8% | Reduced |
| Cohen Investment Advisors LLC | 3,188 | $521.4K | 0.38% | −283−8.2% | Reduced |
| JB Capital LLC | 3,186 | $521.1K | 0.04% | +124+4.0% | Added |
| Fundamentun, LLC | 3,173 | $519.0K | 0.06% | +293+10.2% | Added |
| Peoples Bank | 3,165 | $517.6K | 0.30% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,165 | $517.6K | 0.30% | +3,165 | New |
| Crescent Grove Advisors, LLC | 3,164 | $517.5K | 0.06% | +8+0.3% | Added |
| American National Bank | 3,161 | $517.0K | 0.08% | +434+15.9% | Added |
| Catalyst Financial Partners LLC | 3,161 | $517.0K | 0.15% | +659+26.3% | Added |
| Traphagen Investment Advisors LLC | 3,158 | $516.5K | 0.06% | −108−3.3% | Reduced |
| Willis Johnson & Associates, Inc. | 3,157 | $516.4K | 0.05% | +436+16.0% | Added |
| Sage Mountain Advisors LLC | 3,156 | $516.2K | 0.06% | +84+2.7% | Added |
| Valley National Advisers Inc | 3,154 | $515.0K | 0.08% | +514+19.5% | Added |
| Financial Futures Ltd Liability Co. | 3,145 | $514.4K | 0.39% | +1,100+53.8% | Added |
| Creative Financial Designs Inc | 3,142 | $513.9K | 0.05% | +614+24.3% | Added |
| Hemenway Trust Co LLC | 3,131 | $512.1K | 0.05% | −749−19.3% | Reduced |
| Legacy Private Trust Co. | 3,130 | $511.9K | 0.04% | 00.0% | Unchanged |
| Derbend Asset Management | 3,127 | $511.4K | 0.30% | +124+4.1% | Added |
| Savvy Advisors, Inc. | 3,125 | $511.1K | 0.50% | +3,125 | New |
| FDx Advisors, Inc. | 3,124 | $511.0K | 0.04% | +1,505+93.0% | Added |
| CFM Wealth Partners LLC | 3,124 | $510.9K | 0.12% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 3,120 | $510.3K | 0.02% | −66−2.1% | Reduced |
| Provence Wealth Management Group | 3,119 | $510.1K | 0.27% | +344+12.4% | Added |
| Miracle Mile Advisors, LLC | 3,116 | $509.6K | 0.01% | −2,291−42.4% | Reduced |
| United Advisor Group, LLC | 3,094 | $509.4K | 0.61% | +3,094 | New |
| Smith, Salley & Associates | 3,115 | $509.4K | 0.03% | −471−13.1% | Reduced |
| Kennedy Investment Group | 3,114 | $509.3K | 0.28% | +106+3.5% | Added |
| Acorn Financial Advisory Services Inc | 3,106 | $508.0K | 0.09% | +12+0.4% | Added |
| Montz Harcus Wealth Management LLC | 3,106 | $508.0K | 0.39% | +180+6.2% | Added |
| Precedent Wealth Partners, LLC | 3,106 | $507.9K | 0.26% | +3,106 | New |
| Vista Capital Partners, Inc. | 3,105 | $507.8K | 0.07% | +926+42.5% | Added |
| Platform Technology Partners | 2,725 | $507.4K | 0.20% | −483−15.1% | Reduced |
| Kure Advisory, LLC | 3,102 | $507.3K | 0.26% | −7−0.2% | Reduced |
| First National Bank | 3,102 | $507.3K | 0.40% | −3,085−49.9% | Reduced |
| Aveo Capital Partners, LLC | 3,101 | $507.2K | 0.06% | +109+3.6% | Added |
| MV Capital Management, Inc. | 3,101 | $507.2K | 0.06% | +31+1.0% | Added |
| Waterloo Capital, L.P. | 3,101 | $507.1K | 0.08% | +3,101 | New |
| Doheny Asset Management | 3,103 | $507.0K | 0.50% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,099 | $506.9K | 0.12% | −26−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,082 | $504.0K | 0.17% | +39+1.3% | Added |
| Guardian Investment Management | 3,075 | $502.9K | 0.43% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,073 | $502.7K | 0.31% | −21−0.7% | Reduced |
| First National Bank Sioux Falls | 3,073 | $502.6K | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 3,072 | $502.4K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,070 | $502.1K | 0.18% | −600−16.3% | Reduced |
| Harvest Portfolios Group Inc. | 3,067 | $501.6K | 0.02% | −751−19.7% | Reduced |
| Verus Capital Partners, LLC | 3,064 | $501.1K | 0.06% | +360+13.3% | Added |
| Piscataqua Savings Bank | 3,063 | $500.9K | 0.47% | −1,134−27.0% | Reduced |
| Global Trust Asset Management, LLC | 3,061 | $500.6K | 0.22% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,060 | $500.5K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 3,058 | $500.1K | 1.08% | −7−0.2% | Reduced |
| Clark Estates Inc | 3,055 | $499.6K | 0.08% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,054 | $499.5K | 0.23% | −222−6.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,054 | $499.4K | 0.24% | −675−18.1% | Reduced |
| RBA Wealth Management, LLC | 3,051 | $499.0K | 0.22% | −28,952−90.5% | Reduced |
| Blue Chip Partners, Inc. | 3,044 | $497.8K | 0.05% | +66+2.2% | Added |
| WMS Partners, LLC | 3,042 | $497.5K | 0.04% | −719−19.1% | Reduced |
| Boston Family Office LLC | 3,040 | $497.0K | 0.04% | −492−13.9% | Reduced |
| Harbor Advisory Corp | 3,036 | $496.5K | 0.18% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,034 | $496.2K | 0.08% | +44+1.5% | Added |
| Blueprint Investment Partners LLC | 3,032 | $496.0K | 0.14% | −211−6.5% | Reduced |
| Allred Capital Management, LLC | 3,031 | $495.8K | 0.22% | +11+0.4% | Added |